§ EQUITY
USDIWL
ISHARES RUSSELL TOP 200 ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
99 increased/new, 85 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 700K | 0.0% | −26% |
| Bank of America Corp | 634K | 0.0% | −7% |
| Gilbert & Cook, Inc. | 516K | 10.7% | +1% |
| TOMPKINS FINANCIAL CORP | 499K | 6.4% | −13% |
| Richmond Investment Services, LLC | 410K | 10.6% | +3% |
| LPL Financial LLC | 378K | 0.0% | +33% |
◇ AC INTELLIGENCE
Top institutional owners for IWL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER68.2% · 194 holders
DEALER / BANK26.2% · 22 holders
QUALITY / COMPOUNDER4.6% · 5 holders
TACTICAL / MACRO0.6% · 1 holder
INCOME / DEFENSIVE0.2% · 1 holder
PASSIVE / INDEX0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IWL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IWL yet.